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Merrill Lynch Agrees to Nearly $20 Million Settlement in Racial Discrimination Lawsuit
Barrons.com· 1 day agoIn a statement, Merrill Lynch, which is a unit of Bank of America acknowledged the settlement......
Merrill Lynch to pay $20M to settle racial discrimination case
Banking Dive· 14 hours agoThe lawsuit, filed in U.S. District Court for the Middle District of Florida, was brought by four former Merrill advisers who alleged that Black brokers were offered fewer ...
Wells Fargo CEO Charlie Scharf Touts the Bank’s Indie Advisor Channel
Barrons.com· 1 day agoThe other wirehouses—Merrill Lynch, Morgan Stanley and UBS — don’t have an independent...
InCred Capital welcomes chief operating officer
Private Banker International via Yahoo Finance· 2 days agoAgarwal was essential to Julius Baer's acquisition of Bank of America Merrill Lynch's wealth management division in ...
Get Over The Rainbow - How Wealth Managers Can Better Serve LGBTQ+ Community
Forbes· 2 days agoIt is imperative for the wealth management community to understand these challenges and develop ways...
Small Business - The Brewton Standard | The Brewton Standard
The Brewton Standard· 2 days agoSCOTTSDALE, Ariz., May 28, 2024 (GLOBE NEWSWIRE) -- Campbell Private Wealth Management, led by cofounder Craig Campbell, has joined the Ashton Thomas Private ...
Steward Partners Scoops Up $320M Merrill Team in Florida
WealthManagement.com· 6 days agoA Naples, Fla.-based team led by advisor Alicia Fuller has left Merrill Lynch after nearly 40 years...
List Plus: New Mexico financial planners give 2024 economic predictions, advice - Albuquerque...
The Business Journals· 3 days agoIn its annual Financial Planners List, Albuquerque Business First looked at the growth in asset volume of New Mexico's top financial planning firms and asked financial planners in the state ...
Market Whales and Their Recent Bets on BAC Options - Bank of America (NYSE:BAC)
Benzinga· 2 days agoBank of America's consumer-facing lines of business include its network of branches and deposit-gathering operations, retail lending products, credit and debit cards, and small-business services ...
CFP Board Crosses Key Threshold: 100,000 Certified Financial Planners
Barrons.com· 1 day agoThe CFP ranks have doubled since Kevin Keller became CEO of the board in 2007, according to the...
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